Separate their IT systems from their wider group and establish a fully independent infrastructure.
Crestbridge Family Office Services came to C5 Alliance with a clear objective: to separate their IT systems from their wider group and establish a fully independent infrastructure. This was a critical project, requiring robust technical expertise and careful planning to minimise disruption to their ongoing operations.
Understanding Their Needs
Crestbridge Family Office Services needed a partner with the breadth of skills to address their IT infrastructure, provide application support, and deliver strong project management. They also required guidance to navigate key decisions, such as how much technology and data to migrate from the parent organisation versus creating new solutions from scratch.
At C5 Alliance, we worked closely with Crestbridge Family Office Services to ensure we fully understood their challenges and objectives, enabling us to develop a pragmatic and achievable plan that supported their goals.
A Collaborative Approach
To drive the success of the project, we facilitated focused workshops that brought together Crestbridge Family Office Services’ key stakeholders. These sessions helped establish a clear picture of their current state, define their requirements, and map out their desired future state.
This collaborative approach was essential in ensuring the project was delivered on time and with minimal disruption to their day-to-day operations. Our team worked alongside their team to enable them to continue their business-as-usual activities without impacting client service.
Moving to a Fully Cloud-Based Infrastructure
A significant milestone in the project was migrating Crestbridge Family Office Services to a fully cloud-based infrastructure, eliminating all on-premises systems. This transformation has simplified their IT operations, as C5 Alliance now manages their infrastructure on an ongoing basis. From patching to backups, they no longer need to worry about the day-to-day management of their IT systems.
Delivering Results and Adding Value
This project not only addressed their immediate IT needs but also provided a foundation for continuous improvement. While tight deadlines meant there was limited time to review processes during the project itself, the work has since prompted Crestbridge Family Office Services to refine and optimise their operations in subsequent projects.
By aligning our processes with their business needs and maintaining a collaborative relationship, we were able to help them achieve their objectives while laying the groundwork for future growth and scalability.
Helping Businesses Thrive
At C5 Alliance, we pride ourselves on being more than just a service provider—we’re a partner invested in our clients’ success. If you’re looking to transform your IT landscape, let’s start the conversation.
